+11.6%
KRE vs CEG
+681.8%
-670.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +0.8% |
| 7D | -1.4% | +0.3% | -1.7% | -1.5% |
| 30D | -3.9% | +2.9% | -6.8% | -4.3% |
| 3M | +3.6% | +18.2% | -14.6% | +1.5% |
| 6M | +15.4% | -9.5% | +24.9% | +16.1% |
| YTD | +15.2% | -18.7% | +33.9% | +17.1% |
| 1Y | +16.5% | -10.1% | +26.6% | +16.3% |
| 3Y | +85.2% | +168.3% | -83.2% | +45.0% |
| All | +11.6% | +681.8% | -670.2% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CEG.
Daily Out/Under-Performance
Portfolio return minus CEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CEG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CEG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling